Wealth Management-Project Intern-Operation

CICC; Hong Kong; On-site; HKD 300,000 - 420,000; Full time

Job summary

CICC in Hong Kong seeks a versatile professional to support sales processes, manage IT projects such as system upgrades and UAT, and help ensure regulatory compliance in wealth management.

You will coordinate with multiple departments on daily operations, generate reports, assist with ad hoc tasks, and contribute to fintech initiatives, while using English and Mandarin fluently and working well in a team.

Qualifications

• Majors in finance, economics, fintech or CS-related fields preferred.
• Strong MS Office proficiency (Word/Excel/PowerPoint); VBA/Python is a plus.
• Bilingual English & Mandarin, written and spoken.
• Strong interpersonal and multitasking abilities; willingness to take on additional responsibilities.
• Team player with good collaboration skills and adaptability.

Responsibilities

• 1. Work closely with the sales team and conduct sales process management, including related data processing and report generating
• 2. Manage and track IT projects such as system upgrade and UAT; provide support throughout the life cycle of Fintech projects including coordination, estimation, timelines, and delivery
• 3. Design and implement operational procedures complied with internal guidelines and regulatory requirements
• 4. Coordinate and communicate with other departments in terms of daily operational issues
• 5. Any other ad-hoc works required

Skills

Bilingual English Mandarin

Teamwork & multitasking

Communication skills

Education

Finance, Economics, Fintech or CS related majors preferred

Tools

Microsoft Office

VBA

Python

Job description

1.Work closely with the sales team and conduct sales process management, including related data processing and report generating

2.Manage and track IT projects such as system upgrade and UAT; provide support throughout the life cycle of Fintech projects including coordination, estimation, timelines, and delivery

3.Design and implement operational procedures complied with internal guidelines and regulatory requirements

4.Coordinate and communicate with other departments in terms of daily operational issues

5.Any other ad-hoc works required

Job Qualifications:

1.Finance, Economics, Fintech and Computer Science related majors preferred

2.Good knowledge in Microsoft Office such as Word/Excel/PowerPoint; VBA/Python skill would be a decent plus

3.Bilingual proficiency in both spoken and written English and Mandarin

4.Strong passion for different functions in the Wealth Management field

5.Good team player with adequate inter-personal skills, multitasking skills, and willingness to take on additional responsibilities

Disclaimer:

CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement.

CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company's growth and success. By leveraging our collective strengths, we aim to drive innovation and achieve excellence in the industry.

It is CICC’s responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law.

The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.